InfoMinute Seminar

Orientation Essentials

Congratulations to our new VisitorCoOrdinators!
Some of their Single Best Things include:&nbsp;
<ul>
<li>Attention to contact spheres and maintaining Team balance,&nbsp;</li>
<li>Blanace creates referrals, and</li>
<li>Sending welcome emails and InfoMinutes ahead of the meeting.&nbsp;</li>
</ul>
Play ball!

Roswell 400

Emory

North Fulton

North Point

Peachtree

Downtown Woodstock

Canton Business Leaders

East Cobb

Virginia Highland

Brookhaven

Newnan

Paulding

South Gwinnett

VisitorCoOrdinator Training on April 3

Performance reports of a client account and portfolio can be shared with clients monthly, quarterly and annually. This information is utilized in the larger financial planning discussions as well as annual client reviews.

Each month, our Team creates seven different data sets through reports. The Officers share results.
&nbsp;
What reports do you track in your business? 
How do you share the information you collect?
&nbsp;
Now pick one report: 
How does your client benefit because you have this information?

Leadership | Reports | PowerCore.net

Leadership | Reports

Opportunity: Assists the VisitorCoOrdinator.

VisitorCoOrdinator 2nd

Shaundra Stapleton, AAMS™ CDFA®

Financial Advisor

VisitorCoOrdinator Training on April 3

Financial Advisor

Virginia Highland Team

Introduced by:

Leadership